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<h1>Adding, changing, or removing a dataset report</h1>
<p>Datasets provide the data that appear in a document. Datasets are MicroStrategy 
 reports that define which information the Intelligence Server retrieves 
 from the data source or cache. This information can include attributes, 
 custom groups, consolidations, and metrics. </p>
<p>When you create a document, you must select at least one dataset for 
 your document. The number of rows in the dataset determines the number 
 of times the document's Detail section is repeated.</p>
<p>You can also add a dataset and use it to populate an empty Grid/Graph 
 in one step. For more information and a procedure, see Adding a dataset 
 to a Grid/Graph placeholder. </p>
<p>If you have OLAP Services, the Dataset Objects panel contains all of 
 the objects from the dataset report, regardless of whether they are displayed 
 on the report. For example, even if a metric is in the Dataset Objects 
 panel but not displayed on the grid, that metric is still listed as a 
 Dataset Object. </p>
<h2>To add a dataset report to a document</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Open a document in <span style="font-weight: bold;"><B>Design 
 </B></span>or <span style="font-weight: bold;"><B>Editable Mode</B></span>.</p></li>
	
<li class=p><p>To add the dataset, do one of the following: </p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p>From the <span 
 style="font-weight: bold;"><B>Data</B></span> menu, select <span style="font-weight: bold;"><B>Add 
 Dataset</B></span>. The Select Dataset dialog box opens. </p></li>
	</ul>
</ol>
<ul type="1" class="whs2">
	<ul>
<li style="list-style: disc;" type=disc class=p><p>Click a Grid/Graph 
 already in the document. The <span style="font-weight: bold;"><B>Add Dataset</B></span> 
 icon <img src="images/adddataset.gif" x-maintain-ratio="TRUE" width="19px" height="19px" border="0" class="img_whs3"> is displayed at the top of the Grid/Graph. Click the <span style="font-weight: bold;"><B>Add 
 Dataset</B></span> icon. The Select Dataset dialog box opens.</p></li>
	</ul>
</ul>
<ol start="3" type="1" class="whs1">
	
<li class=p><p>Select the dataset report from the drop-down list or 
 click <span style="font-weight: bold;"><B>Find</B></span> to locate it.</p></li>
</ol>
<p class="whs4">To add a dataset report with formatting to 
 a document</p>
<ol type="1" class="whs1">
	
<li class=p><p>To add a dataset report to the Grid/Graph do one of 
 the following:</p></li>
</ol>
<ul start="3" type="1" class="whs2">
	<ol type="disc" class="whs5">
		<ul type="disc" class="whs6">
			
<li class=p><p>To retain the formatting that is part of that 
 Grid/Graph control, drag and drop the name of the dataset report from 
 Dataset Objects to the Grid/Graph.</p></li>
			
<li class=p><p>To retain the formatting of the dataset report, 
 hold down the <span style="font-weight: bold;"><B>SHIFT</B></span> key while 
 dragging and dropping the dataset’s name from Dataset Objects to the Grid/Graph.</p></li>
		</ul>
	</ol>
</ul>
<ol start="2" type="1" class="whs1">
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span>. You 
 are returned to the document and the selected report is added to the Dataset 
 Objects panel.</p></li>
</ol>
<p>Repeat the above steps to add additional datasets to the document. </p>
<h2>To add a dataset object report to a section as a shortcut</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Select a section in your document to which you want 
 to add a shortcut to a report. </p></li>
	
<li class=p><p>Right click on the report in the Dataset Objects window. 
 </p></li>
	
<li class=p><p>Click <span style="font-weight: bold;"><B>Add to Section 
 as Shortcut</B></span>. The report displays in the selected section. (Except 
 the Detail section)</p></li>
	
<li class=p><p>Format the report shortcut as necessary. </p></li>
</ol>
<h2>To add a dataset report to a document section</h2>
<ol type="1" class="whs1">
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Insert </B></span>menu, 
 select <span style="font-weight: bold;"><B>Report</B></span>.</p></li>
	
<li class=p><p>Click and drag in the section of the document where 
 you would like to add the report. The <span style="font-weight: bold;"><B>Select 
 Dataset </B></span><span>dialog box opens.</span></p></li>
</ol>
<p class="whs7"><span style="font-weight: bold;"><B>Note</B></span>: 
 You can place a report anywhere in a document except in the Detail section. 
 Since controls in the Detail section are repeated once per row of the 
 dataset, the report would be repeated on each row.</p>
<ol start="3" type="1" class="whs1">
	
<li class=p><p class="whs8">Locate and select the report 
 to add to the document. </p></li>
	
<li class=p><p class="whs8">Click <span style="font-weight: bold;"><B>OK</B></span> 
 to return to the document. A new Grid/Graph is displayed in the document, 
 and the dataset report is displayed in the Dataset Objects panel. </p></li>
</ol>
<h2>To add a dataset and a Grid/Graph simultaneously</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Open the document using the Document Editor in Design 
 view. </p></li>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Insert</B></span> 
 menu, select <span style="font-weight: bold;"><B>Report</B></span>.</p></li>
	
<li class=p><p>Click and drag in the section where you want the Grid/Graph. 
 The <span style="font-weight: bold;"><B>Select Dataset</B></span> dialog box 
 opens.</p></li>
</ol>
<p class="whs7"><span style="font-weight: bold;"><B>Note</B></span>: 
 You can place a Grid/Graph anywhere in a document except in the Detail 
 section. Since controls in the Detail section are repeated once per row 
 of the dataset, the Grid/Graph would be repeated on each row.</p>
<ol start="4" type="1" class="whs1">
	
<li class=p><p class="whs8">Locate and select the report 
 to add to the document. This dataset report also provides the data for 
 the new Grid/Graph.</p></li>
	
<li class=p><p>To use the formatting of the report, rather than the 
 default Grid/Graph formatting, select the <span style="font-weight: bold;"><B>Add 
 to Section</B></span> <span style="font-weight: bold;"><B>with Formatting </B></span>check 
 box. </p></li>
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span> to 
 return to the document. A new Grid/Graph is displayed in the document, 
 and the dataset report is displayed in the Dataset Objects panel. </p></li>
</ol>
<h2>To change a dataset</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Open the document and, from the <span style="font-weight: bold;"><B>Home</B></span> 
 menu, select <span style="font-weight: bold;"><B>Design Mode</B></span> or <span 
 style="font-weight: bold;"><B>Editable Mode</B></span>. </p></li>
	
<li class=p><p>Click the Grid/Graph to select it.</p></li>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Format</B></span> 
 menu, select <span style="font-weight: bold;"><B>Properties and Formatting</B></span>. 
 The Properties and Formatting dialog box opens.</p></li>
	
<li class=p><p>From the left, select <span style="font-weight: bold;"><B>Layout</B></span>.</p></li>
	
<li class=p><p>Select a dataset from the <span style="font-weight: bold;"><B>Data 
 source</B></span> drop-down list. The drop-down list shows all the datasets 
 in the document.</p></li>
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span> to 
 apply the changes and to return to the document.</p></li>
</ol>
<h2>To remove a dataset from a document</h2>
<ol type="1" class="whs1">
	
<li class=p><p>Do one of the following:</p></li>
	<ul type="disc" class="whs6">
		
<li class=p><p>Right-click the dataset in the Dataset Objects panel 
 and select <span style="font-weight: bold;"><B>Delete from Document</B></span>. 
 </p></li>
	</ul>
</ol>
<ol type="disc" class="whs5">
	<ul type="disc" class="whs6">
		
<li class=p><p class="whs8">Click the dataset name 
 in the Dataset Objects area. Click the <span style="font-weight: bold;"><B>Remove 
 Dataset</B></span> icon <img src="images/delete2.gif" x-maintain-ratio="TRUE" width="16px" height="16px" border="0" class="img_whs9">&nbsp;at the top of the Dataset Objects panel. </p></li>
	</ul>
</ol>
<p class="whs7">If the grouping and sorting dataset is selected, 
 all grouping fields and all Grid/Graphs associated with the dataset will 
 be removed from the document. This includes the Grouping header and footer 
 sections. <span style="margin-left: 0px;">If the selected dataset is not 
 the grouping and sorting dataset, all Grid/Graphs associated with the 
 dataset will be removed from the document.</span></p>
<ol start="2" type="1" class="whs1">
	
<li class=p><p class="whs8">Click <span style="font-weight: bold;"><B>OK</B></span> 
 on the warning message. The dataset is deleted from the document.</p></li>
</ol>
<p>&nbsp;</p>
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